Factory

🗂️<a href="https://help.factory.app/en/articles/8304261-sales-orders-main-page">Sales Orders: Main Page</a>

The central hub for managing all sales-related records.

📋<a href="https://help.factory.app/en/articles/11155411-sales-orders-main-page-editable-fields">Sales Orders: Main Page - Editable Fields</a>

📋<a href="https://help.factory.app/en/articles/11470892-sales-orders-custom-columns">Sales Order: Custom Columns</a>

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📋<a href="https://help.factory.app/en/articles/12080668-sales-orders-quote-details">Quote Details</a>

📋<a href="https://help.factory.app/en/articles/12080447-sales-orders-creating-a-quote">Creating a Quote</a>

📋<a href="https://help.factory.app/en/articles/12080882-sales-orders-editing-a-quote">Editing a Quote</a>

📋<a href="https://help.factory.app/en/articles/12080958-sales-orders-quote-statuses-and-options">Quote Statuses and Action Buttons</a>

📋<a href="https://help.factory.app/en/articles/12081788-sales-orders-previewing-printing-and-emailing-a-quote-or-proforma-invoice">Previewing, Printing and Emailing a Quote and Proforma Invoice</a>

📋<a href="https://help.factory.app/en/articles/12088307-sales-orders-converting-a-quote-to-an-order">Converting a Quote to an Order</a>

📋<a href="https://help.factory.app/en/articles/12088552-sales-orders-splitting-a-quote">Splitting a Quote</a>

📋<a href="https://help.factory.app/en/articles/12088696-sales-orders-changing-the-customer-on-a-quote">Changing the Customer on a Quote</a>

📋<a href="https://help.factory.app/en/articles/12088834-sales-orders-duplicating-a-quote">Duplicating a Quote</a>

📋<a href="https://help.factory.app/en/articles/12093442-sales-orders-archiving-cancelling-a-quote">Archiving or Cancelling Quote</a>

📋<a href="https://help.factory.app/en/articles/8303490-sales-orders-order-details">Sales Order Details</a>

📋<a href="https://help.factory.app/en/articles/12094448-sales-orders-statuses-and-action-buttons">Sales Order Statuses and Action Buttons</a>

📋Generating Work Order and Delivery Docket

📋<a href="https://help.factory.app/en/articles/12094997-sales-orders-archiving">Archiving</a>

🗂️<a href="https://help.factory.app/en/articles/11903001-collaborate">Sales Orders: Collaborate</a>

The following guides outline each part of the Sales Orders to support efficient and accurate operations.

Sales Orders

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Sales Orders

🗂️Sales Orders: Main Page

📋Sales Orders: Main Page - Editable Fields

📋Sales Order: Custom Columns

🗂️Sales Orders: Quote

📋Quote Details

📋Creating a Quote

📋Editing a Quote

📋Quote Statuses and Action Buttons

📋Previewing, Printing and Emailing a Quote and Proforma Invoice

📋Converting a Quote to an Order

📋Splitting a Quote

📋Changing the Customer on a Quote

📋Duplicating a Quote

📋Archiving or Cancelling Quote

🗂️Sales Orders: Sales Order

📋Sales Order Details

📋Creating a Sales Order

📋Editing a Sales Order

📋Sales Order Statuses and Action Buttons

📋Invoicing an Order

📋Partial Invoicing an Order

📋Generating Work Order and Delivery Docket

📋Purchase Products for a Sales Order

📋Splitting a Sales Order

📋Changing customer for a Sales Order

📋Duplicating a Sales Order

📋Reverting a Sales Order into a Quote

📋Archiving

🗂️Sales Orders: Collaborate

🗂️Sales Orders: Checklists

🗂️Sales Orders: Tracking

🗂️Sales Orders: Linked Orders

🗂️Sales Orders: Timeline

🗂️Sales Orders: FAQs